Assets by plan
Share of aggregate retirement assets
Filings through .
Curtis Instruments, Inc.
EIN 13-1933394electrical/electronic manufacturingLatest filing 2025
Plans
3
Retirement
2
$107.5M assets
Health & Benefits
1
$6.3M premiums
Participants
666
200 KISCO AVENUE - MOUNT KISCO, NY 10549914-242-6542curtisinstruments.comLinkedIn1001-5000 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $107.5M assets / 666 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.3M premiums / 409 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.8M
- Prescription drug$5.8M
- Dental$276K
- Life$94K
- Long-term disability$50K
- Vision$45K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CURTIS INSTRUMENTS, INC. 401(K) RETIREMENT PLAN
401(k)
Assets$90.1M
Participants293
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CURTIS INSTRUMENTS (PUERTO RICO), INC. 401(K) RETIREMENT PLAN
401(k)
Assets$17.4M
Participants373
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507
CURTIS INSTRUMENTS, INC. HEALTH PLAN
Fully insured - ANTHEM BLUE CROSS
Premiums$6.3M
Covered lives409
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CURTIS INSTRUMENTS, INC. 401(K) RETIREMENT PLAN | 401(k) | $90.1M | 293 | 2025 |
| #002 | CURTIS INSTRUMENTS (PUERTO RICO), INC. 401(K) RETIREMENT PLAN | 401(k) | $17.4M | 373 | 2025 |
- #001 · 401(k) · 2025293
- #002 · 401(k) · 2025373
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | CURTIS INSTRUMENTS, INC. HEALTH PLAN | Fully insured | ANTHEM BLUE CROSS | $6.3M | 409 | 2025 |
- #507 · Fully insured · ANTHEM BLUE CROSS · 2025409
Retirement plans
Health & Benefits plans